Investor Outreach Pipeline (Fundraising CRM) – Excel Template


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Sale priceDhs. 5.00

Description

Run your fundraising like a sales pipeline: every investor, their stage, typical ticket, probability-weighted amount, next step and follow-up alerts, against your round target.

  • Automatic summary: Investors in pipeline, Committed so far, % of round committed, Still to raise, Weighted pipeline, Follow-ups overdue
  • Calculated for you: Probability, Weighted amount, Follow-up
  • Drop-down menus for quick, consistent entry
  • Colour-coded status and progress highlights
  • Built-in chart that updates as you type
  • Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.

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